Northwestern Mutual Wealth Management

Northwestern Mutual Wealth Management Portfolio holdings

AUM $158B
1-Year Est. Return 15.99%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$37.2B
AUM Growth
+$4.74B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,774
New
Increased
Reduced
Closed

Top Buys

1
+$751M
2
+$723M
3
+$494M
4
IAU icon
iShares Gold Trust
IAU
+$384M
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$149M

Top Sells

1
+$554M
2
+$127M
3
+$81.9M
4
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$18.4M
5
AAPL icon
Apple
AAPL
+$16.9M

Sector Composition

1 Technology 2.83%
2 Consumer Discretionary 1.41%
3 Financials 1.4%
4 Healthcare 1.32%
5 Communication Services 0.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2401
$1K ﹤0.01%
+180
2402
$1K ﹤0.01%
+84
2403
$1K ﹤0.01%
107
-1
2404
$1K ﹤0.01%
53
+28
2405
$1K ﹤0.01%
464
+64
2406
$1K ﹤0.01%
+174
2407
$1K ﹤0.01%
+65
2408
$1K ﹤0.01%
2,500
2409
$1K ﹤0.01%
100
2410
$1K ﹤0.01%
29
-187
2411
$1K ﹤0.01%
48
2412
$1K ﹤0.01%
+36
2413
$1K ﹤0.01%
+37
2414
$1K ﹤0.01%
6
2415
$1K ﹤0.01%
69
+20
2416
$1K ﹤0.01%
179
-10,962
2417
$1K ﹤0.01%
+251
2418
$1K ﹤0.01%
15
2419
$1K ﹤0.01%
20
2420
$1K ﹤0.01%
+34
2421
$1K ﹤0.01%
+70
2422
$1K ﹤0.01%
31
2423
$1K ﹤0.01%
+34
2424
$1K ﹤0.01%
36
-97
2425
$1K ﹤0.01%
44
95 96
97
98 99